Are you a self-employed financial adviser feeling you’re not earning a fair percentage of the income you generate? Or perhaps you’re looking to transition into a self-employed role but can’t afford to wait for your restrictive covenant to expire before reconnecting with your clients? If so, my client has a unique solution that has already helped many advisers successfully make the leap in recent years. They offer up to 2 years of financial support while you wait for your restrictive covenant to expire and rebuild your client base. This support is non-refundable, giving you the peace of mind to focus on growing your business. Additionally, you’ll receive leads from professional introducers for high-net-worth clients and their families, with 60% of all fee income paid initially, which increases as you grow your revenue streams.
You’ll also receive full paraplanning and administration support, and there is the option to be 100% home-based. Throughout your transition, you’ll have access to mentoring and support from a highly experienced senior management team. When you’re ready to sell your clients, the firm offers an above-market rate multiple.
Having worked with this firm for nearly 10 years, I’ve seen them grow consistently, providing advisers with fulfilling careers and strong internal succession planning. They are committed to maintaining their independence and have no intentions of selling to a third-party consolidator.
If this career-enhancing opportunity sounds like the next step for you, please send your CV to Joanna at Financial Divisions.